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8408 result(s) for
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Trends Watch: Investing in GP-Led Secondaries
Oct 12, 2023
Elana Margulies Snyderman talks with Paul Cohn of Tail End Capital Partners about his outlook for investing in GP-led secondary opportunities.
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Trends Watch: Private Equity Investing in Software and Technology
Oct 19, 2023
Elana Margulies-Snyderman discusses PE investing in software and tech with Federico Canciani of GTO Partners.
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Trends Watch: Real Estate Investing in Latin America
Sep 14, 2023
Elana Margulies-Snyderman discusses the outlook for real estate investing in Latin America with Gregorio Schneider of TC Latin America Partners.
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ASC Topic 946: Scope Exception for REITs
Oct 11, 2023
Private equity funds considering REITs need to understand the financial reporting implications.
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Transparency Matters: Advisers’ Responsibilities in Fee Disclosure
Sep 14, 2023
A recent SEC settlement enforcement action highlights the importance of transparency in fee disclosures.
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Trends Watch: Investing in Farming
Sep 21, 2023
Elana Margulies-Snyderman discusses the outlook for investing in farming with Charles McNairy of the firm International Farming.
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Trends Watch: Event-Driven Investing
Oct 5, 2023
Elana Margulies-Snyderman speak with Herandi Caro of Crash Boat Capital about the outlook for event-driven investing.
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RIAs Obligated to Comply with SEC Recordkeeping Requirements
Sep 8, 2023
How the SEC’s recent sweep of broker-dealers could spell trouble for registered investment advisors.
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Current VC Market Continues to Be Challenging
Oct 19, 2023
There continues to be uncertainly in the direction of the VC sector due to continued interest rate increases along with the global instability. Q4 could be a good bellwether for what we can expect from VC in 2024.
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Trends Watch: Quality Investing
Apr 4, 2024
Our own Elana Margulies-Snyderman discusses the current outlook for investing with Robert Gill of Goodreid Investment Counsel.
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Trends Watch: Investing in Small- and Smid-Cap Equities
May 2, 2024
Elana Margulies-Snyderman discusses the outlook for investing in small- and Smid-cap equities with Phillip Cook of SouthernSun Asset Management.
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Q1 2024 Capital Markets Insights: A Closer Look
May 3, 2024
Exploring the 2024 Venture Capital Landscape: Investments in groundbreaking technologies promise substantial returns, but the challenging market poses questions about a tipping point for VC.
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Trends Watch: Investing in Managed Futures
Mar 28, 2024
Elana Margulies-Snyderman talks with Cole Wilcox of Longboard Asset Management about the outlook for investing in managed futures.
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Trends Watch: VC Investing in Synthetic Bio
Apr 11, 2024
Elana Margulies-Snyderman talks with Kulika Weizman of Creative Ventures about the outlook for investing in synthetic bio.
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Trends Watch: Crypto Investing Opportunities & Challenges
Apr 25, 2024
This week, Elana Margulies-Snyderman talks about the outlook for investing in crypto with Alyssa Choo of Bitwise Asset Management.
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Trends Watch: Outlook for Investing in Carbon Neutral Companies
Apr 18, 2024
For this week’s Trends Watch, Elana discusses carbon neutral companies with Kathi Chapman of Ridge Creek Global.
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The Danger of Retirement Plan Distributions
Jan 20, 2017
The IRS is considered to be the toughest collection agency in the world. One of the easiest ways to develop a relationship with a revenue officer is for a taxpayer to cavalierly treat their retirement distributions. Here's what you need to know.
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May 17, 2016
Often, the IRS conducts interviews prior to the start of an audit. Have you ever considered turning the table and asking your own questions to set your tone for the upcoming audit? Here are a few things you might want to inquire about.
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The Cost Benefit of the FDA’s Menu Labeling Rule
May 16, 2016
The FDA’s final rule for nutrition labeling will enable consumers to have transparent information regarding nutritional facts. This will enable consumers to make informed dietary choices for themselves and their families.
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Jun 9, 2015
IRS installment agreement options are available to taxpayers. About 50% of offers-in-compromise are approved. The IRS normally wants to figure out how they can get the taxpayer to full pay as soon as possible but here are some installment agreement options that you can use with the IRS.